JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,157 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q4 2023
Institutional positions in JPMorgan Chase & Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,001
- +356 vs. Q3 2023
- Shares held
- 2.07B
- +27.1M (+1.3%) vs. Q3 2023
- Total value
- $351.8B
- +$55.6B (+18.8%) vs. Q3 2023
- New holders
- 459
- 1,574 more added
- Sold out
- 103
- 1,643 more reduced
65 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 95,182 | $16.2M | 1.65% | −745−0.8% | Reduced |
| Wetherby Asset Management Inc | 95,054 | $16.2M | 0.84% | −710−0.7% | Reduced |
| Courier Capital LLC | 95,011 | $16.2M | 1.23% | −302−0.3% | Reduced |
| Picton Mahoney Asset Management | 94,859 | $16.1M | 0.75% | +16,622+21.2% | Added |
| Baxter Bros Inc | 94,705 | $16.1M | 2.23% | −1,075−1.1% | Reduced |
| Edge Wealth Management LLC | 94,470 | $16.1M | 3.51% | −768−0.8% | Reduced |
| Baldwin Brothers Inc | 94,366 | $16.1M | 1.26% | +25,049+36.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,017 | $16.0M | 1.74% | −899−0.9% | Reduced |
| Vantage Investment Partners, LLC | 93,975 | $16.0M | 1.59% | +787+0.8% | Added |
| Assenagon Asset Management S.A. | 93,931 | $16.0M | 0.05% | −1,608−1.7% | Reduced |
| TD Private Client Wealth LLC | 93,793 | $16.0M | 0.58% | +5,304+6.0% | Added |
| Greenwood Gearhart Inc | 93,409 | $15.9M | 1.69% | −1,142−1.2% | Reduced |
| Westchester Capital Management, Inc. | 93,262 | $15.9M | 4.27% | −1,325−1.4% | Reduced |
| Trust Co of Toledo NA | 93,166 | $15.8M | 2.73% | +5,734+6.6% | Added |
| Rossmore Private Capital | 93,091 | $15.8M | 2.24% | +340.0% | Added |
| Cincinnati Casualty Co | 93,000 | $15.8M | 9.28% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $15.8M | 5.24% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 92,671 | $15.8M | 1.34% | +10,066+12.2% | Added |
| Peak Asset Management, LLC | 92,583 | $15.7M | 3.47% | −1,325−1.4% | Reduced |
| Verdence Capital Advisors LLC | 92,142 | $15.7M | 1.52% | −12,047−11.6% | Reduced |
| Harbour Trust & Investment Management Co | 92,124 | $15.7M | 2.21% | +92,124 | New |
| Talbot Financial, LLC | 92,120 | $15.7M | 2.36% | +4,040+4.6% | Added |
| Forum Financial Management, LP | 91,865 | $15.6M | 0.29% | +2,496+2.8% | Added |
| Sand Hill Global Advisors, LLC | 91,849 | $15.6M | 0.75% | −324−0.4% | Reduced |
| Kornitzer Capital Management Inc | 91,836 | $15.6M | 0.30% | +770+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 91,508 | $15.6M | 0.41% | −219−0.2% | Reduced |
| Curi Capital | 91,296 | $15.5M | 2.15% | −9,364−9.3% | Reduced |
| Grimes & Company, Inc. | 91,243 | $15.5M | 0.51% | +2,621+3.0% | Added |
| Brown Brothers Harriman & Co | 91,150 | $15.5M | 0.13% | −10,506−10.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 90,716 | $15.4M | 1.60% | +934+1.0% | Added |
| GHP Investment Advisors, Inc. | 90,489 | $15.4M | 0.83% | +684+0.8% | Added |
| Telemus Capital, LLC | 90,484 | $15.4M | 1.27% | +240.0% | Added |
| Middleton & Co Inc | 90,315 | $15.4M | 1.92% | −1,634−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 90,085 | $15.3M | 1.18% | +6,180+7.4% | Added |
| Cincinnati Financial Corp | 90,000 | $15.3M | 0.34% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 89,928 | $15.3M | 2.60% | −1,418−1.6% | Reduced |
| Overbrook Management Corp | 89,914 | $15.3M | 3.09% | −1,033−1.1% | Reduced |
| Leavell Investment Management, Inc. | 89,148 | $15.2M | 0.96% | +1,036+1.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 88,896 | $15.1M | 0.90% | −1,754−1.9% | Reduced |
| Novare Capital Management LLC | 88,871 | $15.1M | 1.54% | +3,090+3.6% | Added |
| CWA Asset Management Group, LLC | 88,626 | $15.1M | 1.03% | +700+0.8% | Added |
| Farmers Trust Co | 88,259 | $15.0M | 3.13% | −12,077−12.0% | Reduced |
| Stratos Wealth Advisors, LLC | 88,156 | $15.0M | 0.86% | +8,180+10.2% | Added |
| Thompson Siegel & Walmsley LLC | 87,554 | $14.9M | 0.24% | −16,579−15.9% | Reduced |
| Earnest Partners LLC | 87,357 | $14.9M | 0.07% | −327−0.4% | Reduced |
| We Are One Seven, LLC | 87,139 | $14.8M | 0.86% | +6,059+7.5% | Added |
| Montag A & Associates Inc | 86,933 | $14.8M | 0.82% | −670−0.8% | Reduced |
| Cohen Capital Management, Inc. | 86,553 | $14.7M | 2.80% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 86,483 | $14.7M | 1.67% | +880+1.0% | Added |
| Sowell Financial Services LLC | 86,315 | $14.7M | 0.80% | −536−0.6% | Reduced |
| Charter Trust Co | 86,201 | $14.7M | 1.09% | −400.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 86,096 | $14.6M | 1.49% | −87,896−50.5% | Reduced |
| Bleakley Financial Group, LLC | 85,890 | $14.6M | 0.46% | +1,430+1.7% | Added |
| Hoylecohen, LLC | 85,883 | $14.6M | 1.19% | −484−0.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 85,331 | $14.5M | 2.76% | +811+1.0% | Added |
| Grand Jean Capital Management Inc | 85,008 | $14.5M | 4.32% | +1,565+1.9% | Added |
| Bright Rock Capital Management, LLC | 85,000 | $14.5M | 3.27% | 00.0% | Unchanged |
| James Investment Research Inc | 84,394 | $14.4M | 1.80% | −3,274−3.7% | Reduced |
| Oak Harvest Investment Services | 84,249 | $14.3M | 2.86% | −26,466−23.9% | Reduced |
| Empowered Funds, LLC | 84,159 | $14.3M | 0.36% | −16,019−16.0% | Reduced |
| Palisade Asset Management, LLC | 84,044 | $14.3M | 1.57% | +243+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 83,089 | $14.3M | 1.96% | −3,700−4.3% | Reduced |
| Tufton Capital Management | 83,981 | $14.3M | 3.00% | −2,916−3.4% | Reduced |
| Cannell Peter B & Co Inc | 83,796 | $14.3M | 0.45% | +1,563+1.9% | Added |
| Everence Capital Management Inc | 83,705 | $14.2M | 1.02% | 00.0% | Unchanged |
| Allworth Financial LP | 83,644 | $14.2M | 0.11% | +855+1.0% | Added |
| Nixon Peabody Trust Co | 83,499 | $14.2M | 1.59% | +68,986+475.3% | Added |
| Fort Sheridan Advisors LLC | 83,439 | $14.2M | 2.83% | +2,701+3.3% | Added |
| Kavar Capital Partners Group, LLC | 83,390 | $14.2M | 1.58% | +42,542+104.1% | Added |
| Rice Partnership, LLC | 83,331 | $14.2M | 3.70% | +1,097+1.3% | Added |
| Means Investment Co., Inc. | 83,247 | $14.2M | 2.04% | −2,523−2.9% | Reduced |
| Coldstream Capital Management Inc | 82,695 | $14.1M | 0.39% | +2,634+3.3% | Added |
| Transcend Wealth Collective, LLC | 82,581 | $14.0M | 1.25% | +3,309+4.2% | Added |
| Woodmont Investment Counsel LLC | 82,270 | $14.0M | 1.31% | +849+1.0% | Added |
| Foundations Investment Advisors, LLC | 80,487 | $14.0M | 0.38% | +8,068+11.1% | Added |
| Stockman Wealth Management, Inc. | 81,913 | $13.9M | 2.78% | −156−0.2% | Reduced |
| Haverford Financial Services, Inc. | 81,755 | $13.9M | 4.17% | −126−0.2% | Reduced |
| Vinva Investment Management Ltd | 81,483 | $13.9M | 0.96% | +17,463+27.3% | Added |
| CBOE Vest Financial, LLC | 81,514 | $13.9M | 0.52% | +16,314+25.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 81,497 | $13.9M | 0.44% | +5,541+7.3% | Added |
| Community Bank, N.A. | 81,173 | $13.8M | 1.80% | −1,316−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 80,906 | $13.8M | 1.23% | +5,378+7.1% | Added |
| Miramar Capital, LLC | 80,553 | $13.7M | 3.57% | −17,966−18.2% | Reduced |
| Integrated Advisors Network LLC | 80,505 | $13.7M | 0.78% | −1,489−1.8% | Reduced |
| Tompkins Financial Corp | 80,372 | $13.7M | 1.66% | +5,690+7.6% | Added |
| Pictet North America Advisors SA | 80,316 | $13.7M | 1.77% | +897+1.1% | Added |
| Burns J W & Co Inc | 80,183 | $13.6M | 2.02% | −377−0.5% | Reduced |
| Toroso Investments, LLC | 80,142 | $13.6M | 0.33% | +6,260+8.5% | Added |
| FourThought Financial Partners, LLC | 80,022 | $13.6M | 1.71% | −1,062−1.3% | Reduced |
| Matthew 25 Management Corp | 80,000 | $13.6M | 4.76% | −5,000−5.9% | Reduced |
| General American Investors Co Inc | 80,000 | $13.6M | 1.12% | 00.0% | Unchanged |
| Archon Partners LLC | 80,000 | $13.6M | 1.88% | +2,000+2.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 79,886 | $13.6M | 0.94% | +4,250+5.6% | Added |
| Diversified Trust Co | 79,871 | $13.6M | 0.46% | −4,482−5.3% | Reduced |
| Valicenti Advisory Services Inc | 79,767 | $13.6M | 4.12% | −124−0.2% | Reduced |
| Motley Fool Asset Management LLC | 79,608 | $13.5M | 1.01% | +3,967+5.2% | Added |
| Chicago Partners Investment Group LLC | 78,785 | $13.4M | 0.62% | −4,649−5.6% | Reduced |
| Siemens Fonds Invest GmbH | 78,788 | $13.4M | 1.09% | +7,077+9.9% | Added |
| Circle Wealth Management, LLC | 78,570 | $13.4M | 0.34% | +791+1.0% | Added |
| GLOBALT Investments LLC | 77,997 | $13.3M | 0.55% | +77,997 | New |